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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$6.15M +$72.6K +2,288 +1%
RDWM
502
Red Door Wealth Management
Tennessee
$6.12M +$205K +6,453 +3%
WP
503
WealthPLAN Partners
Nebraska
$6.1M +$175K +5,529 +3%
CHIA
504
Copper Harbor Investment Advisors
Wisconsin
$6.02M +$6.02M +189,804 New
WWM
505
Western Wealth Management
Colorado
$6.02M -$359K -11,317 -6%
LPT
506
Legacy Private Trust
Wisconsin
$5.99M -$185K -5,816 -3%
SWP
507
Strategic Wealth Partners
Ohio
$5.99M -$654K -20,604 -10%
MIA
508
Milestone Investment Advisors
Wisconsin
$5.95M -$244K -7,698 -4%
JMNC
509
J. Mark Nickell & Co
Tennessee
$5.91M +$137K +4,314 +2%
HT
510
Headlands Technologies
Illinois
$5.9M +$5.9M +186,000 New
GFPC
511
Global Financial Private Client
Florida
$5.89M +$26.4K +831 +0.4%
DRP
512
Decker Retirement Planning
Utah
$5.87M +$824K +25,969 +16%
AOWM
513
Alpha Omega Wealth Management
Virginia
$5.85M -$69K -2,176 -1%
IF
514
IRON Financial
Illinois
$5.84M +$357K +11,238 +6%
CA
515
CapWealth Advisors
Tennessee
$5.81M -$869K -27,388 -13%
B
516
Bensler
Washington
$5.81M -$63.5K -2,001 -1%
AAS
517
Annex Advisory Services
Wisconsin
$5.79M -$565K -17,795 -9%
BPFA
518
Barnes Pettey Financial Advisors
Mississippi
$5.79M +$228K +7,176 +4%
FIA
519
Foundations Investment Advisors
Arizona
$5.78M +$2.29M +72,143 +66%
FA
520
Fagan Associates
New York
$5.74M +$53.2K +1,677 +0.9%
PIAS
521
PCA Investment Advisory Services
Ohio
$5.74M -$195K -6,142 -3%
LHP
522
Lexington Hill Partners
Texas
$5.73M +$1.48M +46,658 +35%
AWMG
523
Alliance Wealth Management Group
New Jersey
$5.69M -$979K -30,853 -15%
TCM
524
Towercrest Capital Management
Pennsylvania
$5.69M -$979K -30,853 -15%
PS
525
Principal Securities
Iowa
$5.69M -$6.5K -205 -0.1%
19 20
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